The Rotary Foundation & Future Vision Plan

1. President Elects Training 23 March 2012 PP June Jonet The Rotary Foundation & Future Vision Plan Session 6 Rotary Foundation TRF & Future vision plan 2012 – by PP June jonet

2. The Rotary Foundation’sFuture Vision Plan • Today’s presentation will cover the • Overview and objectives of FVP • Comparison of current & future grant model • My ppt will indicate if it is a basic or advanced level information Future vision plan 2011 – by PP June jonet

3. Basic Info • Blue text / Background indicates • Basic level information Future vision plan 2011 – by PP June jonet

4. Advanced Info • Green Text / Background indicates • advanced level information Future vision plan 2011 – by PP June jonet

5. Future Vision is a … • strategic plan for The Rotary Foundation • simplified grant-making model • way to build on successes • alignment of projects and activities • new structure and organization of committees Future vision plan 2011 – by PP June jonet

6. Future Vision Plan OVERVIEW • In 2017, The Rotary Foundation celebrates its 100th year anniversary • “Being everything to everyone has left the Foundation struggling to realize its mission. The new structure allows us to build on our strengths and realize more sustainable outcomes.”– Robert S. Scott, 2007-08 Rotary Foundation Trustee Chair Future vision plan 2011 – by PP June jonet

7. Growth of the Foundation 1979 3-H grants and club partnership 1985 PolioPlus campaign launched 1999 Rotary Centers for International Studies 2000 10,000 Matching Grants approved since 1965 2003 District Simplified Grants launched 2004 Another 10,000 Matching Grants approved 2005 Future Vision Committee begins 2007 Gates $100 Million Challenge for polio 2008 Another 10,000 Matching Grants approved 2009 Gates commits additional $255 million for $200 Million Challenge 2010 Pilot phase of FVP with 100 districts 2013 Full implenation of FVP Future vision plan 2011 – by PP June jonet

8. The Foundation’s Motto and Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. Future vision plan 2011 – by PP June jonet

9. Objectives of Future Vision • Strengthen impact of club projects • Sharpen focus of overall grants activity • Transfer more decision-making locally • Partner with other organizations • Simplify the Foundation grants process • Increase visibility and image Future vision plan 2011 – by PP June jonet

10. Objectives: Strengthen Impact of Projects • Rotarians will develop and implement larger projects with greater more sustainable impact. Future vision plan 2011 – by PP June jonet

11. Objectives: Areas of Focus Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development Future vision plan 2011 – by PP June jonet 6C.7

12. Objectives: Transfer Decision-making Locally • District- and club-level committees direct use of District Grant funds • Districts continue to direct use of DDF to obtain matching funds from the Foundation Future vision plan 2011 – by PP June jonet

13. Sample Grant model in comparison Future vision plan 2011 – by PP June jonet

14. Sample Grant model in comparison Currently, our DSG (District simplified grant) is only 20% of DDF (district designated fund) In future, the District Grant (likened to DSG) Will be 50% of DDF Future vision plan 2011 – by PP June jonet

15. Partnerships • Strategic partnerships with NGOs and corporations will enhance Rotary’s capability to address urgent world needs. Packaged global grants are predesigned projects with TRF strategic partners http://www.rotary.org/en/Members/RunningADistrict/FutureVisionPilotProgram/Pages/fv_packaged_global_grants.aspx Future vision plan 2011 – by PP June jonet

16. Strategic Partnerships Rotary International/The Rotary Foundation Foundation Areas of Focus Global Grants — Packaged Opportunities Districts/Clubs Financial and/or Human Resources Strategic Partners Financial Resources Technical Expertise Advocacy Community Future vision plan 2011 – by PP June jonet

17. Simplify and Expedite Grants • Rotarians will easily understand and navigate grant options. • Rotarians will enjoy faster grant payment processing Future vision plan 2011 – by PP June jonet

18. Eg of VTT/Scholar Report • How the experience has prepared you for your future work • The long-term effects of the scholarship/vocational training • Your Rotary and community involvement • List of expenditures (receipts are required for expenses equal to and over US$75) Future vision plan 2011 – by PP June jonet

19. Increase Visibility and Image Rotary will become increasingly recognized as a premier foundation, which will in turn help increase Rotary membership, donations, and grant activity. Future vision plan 2011 – by PP June jonet

20. Objectives of Future Vision • Strengthen impact of club projects • Sharpen focus of overall grants activity • Transfer more decision-making locally • Partner with other organizations • Simplify the Foundation grants process • Increase visibility and image Future vision plan 2011 – by PP June jonet

21. Funds & Grant Models Annual Programs Fund Nothing changes here. Your EREY & PHF contributions Money invested over 3 years. Eg. 190,000 After 3 years, 50% goes to world fund, 50% goes to your DDF (district designated fund is $95,000) Future vision plan 2011 – by PP June jonet

22. Sample Grant model in comparison Grant Terminology District Simplified Grants Matching Grants = District Grants = Global Grants DSG used to be 20% of DDF, but under Future vision, it will be increased to 50% of DDF District Grants given in a single block Future vision plan 2011 – by PP June jonet

23. Sample Grant model in comparison Grant Terminology District Simplified Grants Matching Grants = District Grants = Global Grants The matching ratio for Global Grants is still the same For cash/restricted PHF its $0.5:$1 and $1:$1 for DDF Future vision plan 2011 – by PP June jonet

24. Sample Grant model in comparison Grant Terminology Packaged Matching Grants from World Fund Packaged global grants are predesigned projects with TRF strategic partners Future vision plan 2011 – by PP June jonet

25. Global Grants • Long-term projects • Larger grant awards • Sustainable outcomes • Alignment with areas of focus • World Fund match • Two options: club- and district-developed and packaged Future vision plan 2011 – by PP June jonet

26. Examples of Global Grants Literacy Microcredit Sustainable water Future vision plan 2011 – by PP June jonet

27. Examples of Global Grants • Safe drinking water, sanitation, and hygiene education project • Scholarship for student to study water engineering • Malaria project to distribute bed nets and malaria treatments • Vocational training team to participate in workshop and learn teaching methods to address illiteracy Future vision plan 2011 – by PP June jonet

28. District Grants • Educational and humanitarian activities consistent with the mission • Single “block” grant awarded annually • Smaller activities and projects • Fund both local or international activities • Local decision making with broad guidelines Future vision plan 2011 – by PP June jonet

29. Examples of District Grants Donate art supplies Fund volunteer travel Send a ShelterBox to a disaster area Future vision plan 2011 – by PP June jonet

30. District Grants: Sample Activities • Exchange of mixed professional vocational training teams with another district • International travel for local doctor to volunteer at a clinic • Scholarship for student to attend local or international university • Art supplies to assist youth after-school program • a hygiene-education program for primary school students • Sending ShelterBox containers in responseto natural disasters in other districts • cultural exchange with musicians from Venezuela. Future vision plan 2011 – by PP June jonet

31. Sample Grant model in comparison Future vision plan 2011 – by PP June jonet

32. Sample Grant model in comparison Currently, our DSG (District simplified grant) is only 20% of DDF (district designated fund) In future, the District Grant (likened to DSG) Will be 50% of DDF Future vision plan 2011 – by PP June jonet

33. Future Grant model explained Future vision plan 2011 – by PP June jonet

34. Future Grant model explained Scholarships, VTT, humanitarian projects related to area of focus > Total $30,000 Future vision plan 2011 – by PP June jonet

35. Future Grant model explained Projects, VTT, cultural scholarship that are NOT related to area of focus Future vision plan 2011 – by PP June jonet

36. Future Grant model explained Same Matching ratio Can be added to global grant Future vision plan 2011 – by PP June jonet

37. FAQs • Rotary Peace Centre and Polioplus still run as per normal • Smaller projects can be funded through district grants. The Trustees established a minimum award amount of US$15,000 for global grants. Clubs and districts are encouraged to work together to implement larger projects that meet the minimum award amount and that will have a more long-term and sustainable impact on the community Future vision plan 2011 – by PP June jonet

38. District Structure District Rotary Foundation Committee Chair District Rotary Foundation Committee Chair PolioPlus Subcommittee PolioPlus Subcommittee Grants Subcommittee Grants Subcommittee Fundraising Subcommittee Fundraising Subcommittee Future vision plan 2011 – by PP June jonet

39. Challenges for our district … IMHO ;p • Our district comprises of Singapore, East Malaysia, South Malaysia and Brunei – each with different economic growth, social problems, financial contributions etc – thus creating differing views on solutions eg on VTT, scholarship, etc • We need to be properly trained in the new streamlined forms and processes. Unfortunately, our double edged sword is that we have many towkays and big chiefs Future vision plan 2011 – by PP June jonet

40. Top 5 Things to Know about Future Vision • Simplifies the grant-making process • Supports Rotarian-identified needs within communities • Involves clubs, not just districts • Offers more options for scholarships • Uses an online application process Future vision plan 2011 – by PP June jonet

41. Resources • RI website (www.rotary.org) • Future Vision Pilot News • Future Vision e-learning modules • Grant terms and conditions • Future Vision Pilot Operations staff Staff contact sheet is posted on RI website • District leadership DGE, DRFC, grants subcommittee members Future vision plan 2011 – by PP June jonet

42. A Foundation for the Future To learn more visit: www.rotary.org/futurevision To ask a question e-mail: newgrantspilot@rotary.org